Woodmont Investment Counsel LLC Sells in Q3 2024

Woodmont Investment Counsel LLC

  • $1.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-139K
- 96.31%
$114.73 - $120.23 $16M - $16.8M
5.34K $638K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-141K
- 95.9%
$81.31 - $83.29 $11.4M - $11.7M
6K $499K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.1K
- 10.91%
$100.3 - $100.74 $1.61M - $1.62M
131K $13.2M
EMR
Emerson Electric CO

Industrials
-5.96K
- 9.39%
$98.19 - $118.87 $585K - $709K
57.5K $6.29M
HROW
Harrow Health, Inc.

Healthcare
-125K
- 60.68%
$20.85 - $46.47 $2.6M - $5.8M
81K $3.64M
EPD
Enterprise Products Partners L.P.

Energy
-22.5K
- 13.14%
$27.88 - $30.0 $628K - $676K
149K $4.34M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-15.9K
- 46.14%
$25.97 - $26.11 $412K - $414K
18.5K $482K
QCOM
Qualcomm Inc

Technology
-93
- 1.37%
$156.12 - $209.64 $14.5K - $19.5K
6.69K $1.14M
UPS
United Parcel Service Inc

Industrials
-847
- 1.11%
$123.32 - $147.38 $104K - $125K
75.7K $10.3M
WM
Waste Management Inc

Industrials
-320
- 2.03%
$196.96 - $223.45 $63K - $71.5K
15.4K $3.21M
BDX
Becton Dickinson & CO

Healthcare
-708
- 13.68%
$221.47 - $242.41 $157K - $172K
4.47K $1.08M
LLY
Eli Lilly & CO

Healthcare
-41
- 0.84%
$772.14 - $960.02 $31.7K - $39.4K
4.83K $4.28M
SHEL
Shell PLC

Energy
-1.12K
- 12.79%
$65.65 - $73.28 $73.5K - $82.1K
7.64K $503K
MCHP
Microchip Technology Inc

Technology
-332
- 3.76%
$72.0 - $95.98 $23.9K - $31.9K
8.5K $682K
FDX
Fedex Corp

Industrials
-183
- 6.92%
$254.64 - $313.52 $46.6K - $57.4K
2.46K $673K
VIG
Vanguard Dividend Appreciation

ETFs
-384
- 0.84%
$182.15 - $182.15 $69.9K - $69.9K
45.2K $8.24M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3.57K
- 11.55%
$24.78 - $25.11 $88.4K - $89.6K
27.3K $685K
AMAT
Applied Materials Inc

Technology
-85
- 5.41%
$174.88 - $254.97 $14.9K - $21.7K
1.49K $300K
VBR
Vanguard Small Cap Value ETF

ETFs
-648
- 15.49%
$179.99 - $201.6 $117K - $131K
3.54K $709K
BAC
Bank Of America Corp

Financial Services
-784
- 0.71%
$36.65 - $44.13 $28.7K - $34.6K
110K $4.35M
SPMD
Spdr Portfolio

ETFs
-1.12K
- 14.53%
$50.29 - $54.92 $56.3K - $61.5K
6.58K $359K
IEMG
Ishares Inc

ETFs
-770
- 1.23%
$53.64 - $53.64 $41.3K - $41.3K
62.1K $3.33M
GPN
Global Payments Inc

Industrials
-950
- 8.13%
$92.66 - $112.97 $88K - $107K
10.7K $1.1M
LPX
Louisiana Pacific Corp

Industrials
-1.22K
- 27.83%
$80.06 - $107.45 $97.4K - $131K
3.15K $338K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.1K
- 6.51%
$37.37 - $41.82 $116K - $130K
44.6K $1.85M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.32K
- 3.28%
$19.2 - $19.82 $44.6K - $46K
68.4K $1.35M
AMD
Advanced Micro Devices Inc

Technology
-77
- 4.49%
$128.67 - $183.96 $9.91K - $14.2K
1.64K $268K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.48K
- 15.54%
$38.04 - $45.36 $56.2K - $67K
8.03K $358K
IAU
Ishares Gold Trust

ETFs
-963
- 13.01%
$44.06 - $50.5 $42.4K - $48.6K
6.44K $319K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-123
- 4.1%
$76.38 - $78.87 $9.39K - $9.7K
2.88K $226K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-190
- 5.36%
$71.45 - $75.64 $13.6K - $14.4K
3.36K $252K
Veralto Corp
-50
- 1.62%
N/A
3.04K $0
BMY
Bristol Myers Squibb CO

Healthcare
-3.07K
- 19.59%
$39.66 - $51.75 $122K - $159K
12.6K $652K
SYY
Sysco Corp

Consumer Defensive
-471
- 7.51%
$69.16 - $78.98 $32.6K - $37.2K
5.8K $452K
PLTR
Palantir Technologies Inc.

Technology
-16K
- 31.48%
$24.09 - $37.95 $386K - $607K
34.8K $1.3M
MGNI
Magnite, Inc.

Communication Services
-86
- 0.4%
$12.37 - $15.84 $1.06K - $1.36K
21.4K $295K
NFLX
Netflix Inc

Communication Services
-18
- 2.43%
$598.55 - $722.26 $10.8K - $13K
724 $513K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-22
- 2.67%
$523.84 - $572.02 $11.5K - $12.6K
803 $457K
UNP
Union Pacific Corp

Industrials
-40
- 2.94%
$221.78 - $256.09 $8.87K - $10.2K
1.32K $325K
ZTS
Zoetis Inc.

Healthcare
-75
- 4.81%
$172.58 - $196.48 $12.9K - $14.7K
1.48K $289K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-47
- 0.52%
$29.23 - $33.51 $1.37K - $1.57K
8.98K $296K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-241
- 2.98%
$41.02 - $46.01 $9.89K - $11.1K
7.86K $357K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-208
- 1.09%
$76.94 - $79.54 $16K - $16.5K
18.9K $1.5M
ITW
Illinois Tool Works Inc

Industrials
-140
- 5.58%
$233.14 - $263.97 $32.6K - $37K
2.37K $621K
IWM
Ishares Russell 2000 ETF

ETFs
-164
- 4.2%
$200.87 - $224.6 $32.9K - $36.8K
3.74K $826K
HSY
Hershey CO

Consumer Defensive
-20
- 0.41%
$182.45 - $203.25 $3.65K - $4.07K
4.86K $930K
DEO
Diageo PLC

Consumer Defensive
-1.08K
- 8.2%
$120.02 - $140.77 $129K - $152K
12.1K $1.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-817
- 3.67%
$162.64 - $179.3 $133K - $146K
21.4K $3.85M
XLF
Financial Sector Spdr

ETFs
-500
- 3.0%
$40.84 - $45.74 $20.4K - $22.9K
16.1K $731K
Activity Summary
Buys All Purchases 97 New Holdings 17 Increased Positions 80 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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